VICI Properties Inc.
US ˙ NYSE ˙ US9256521090

SecurityVICI / VICI Properties Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership1,123,419 shares
Latest Disclosed Value $ 31,590,531
Sei Investments Co reports 17.39% decrease in ownership of VICI / VICI Properties Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 1,123,419 shares of VICI Properties Inc. (US:VICI) valued at $31,590,542 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 1,359,985 shares of VICI Properties Inc.. This represents a change in shares of -17.39% during the quarter. The current value of the position is $30,646,870 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F VICI PPTYS COM 925652109 1,123,419 -236,566 -17.39 31,591 -28.77 0.0312
2025-11-13 2025-09-30 13F VICI PPTYS COM 925652109 1,359,985 -249,331 -15.49 44,349 -15.47 0.0477
2025-08-14 2025-06-30 13F VICI PPTYS COM 925652109 1,609,316 -982,793 -37.91 52,464 -37.95 0.0608
2025-05-14 2025-03-31 13F/A-1 VICI PPTYS COM 925652109 2,592,109 -130,769 -4.80 84,555 6.31 0.1088
2025-05-13 2025-03-31 13F VICI PPTYS COM 925652109 2,756,210 33,332 81,397 0.0885
2025-02-11 2024-12-31 13F VICI PPTYS COM 925652109 2,722,878 -723,933 -21.00 79,535 -30.73 0.1021
2024-11-12 2024-09-30 13F VICI PPTYS COM 925652109 3,446,811 -61,885 -1.76 114,814 14.26 0.1491
2024-08-13 2024-06-30 13F VICI PPTYS COM 925652109 3,508,696 -88,989 -2.47 100,489 -6.24 0.1424
2024-05-07 2024-03-31 13F VICI PPTYS COM 925652109 3,597,685 405,983 12.72 107,175 5.33 0.1570
2024-02-14 2023-12-31 13F VICI PPTYS COM 925652109 3,191,702 1,009,955 46.29 101,752 60.27 0.1633
2023-11-14 2023-09-30 13F VICI PPTYS COM 925652109 2,181,747 758,455 53.29 63,489 41.93 0.1141
2023-08-11 2023-06-30 13F VICI PPTYS COM 925652109 1,423,292 176,980 14.20 44,734 10.03 0.0780
2023-05-12 2023-03-31 13F VICI PPTYS COM 925652109 1,246,312 -38,966 -3.03 40,655 -2.37 0.0755
2023-02-10 2022-12-31 13F VICI PPTYS COM 925652109 1,285,278 23,878 1.89 41,643 10.60 0.0925
2022-11-14 2022-09-30 13F VICI PPTYS COM 925652109 1,261,400 -243,788 -16.20 37,652 -16.04 0.0840
2022-08-15 2022-06-30 13F VICI PPTYS COM 925652109 1,505,188 300,361 24.93 44,843 30.75 0.0968
2022-05-13 2022-03-31 13F VICI PPTYS COM 925652109 1,204,827 -450,168 -27.20 34,297 -31.22 0.0689
2022-02-14 2021-12-31 13F VICI PPTYS COM 925652109 1,654,995 -4,944 -0.30 49,864 5.61 0.0935
2021-11-12 2021-09-30 13F VICI PPTYS COM 925652109 1,659,939 -90,421 -5.17 47,215 -13.08 0.0991
2021-08-06 2021-06-30 13F VICI PPTYS COM 925652109 1,750,360 -456,144 -20.67 54,321 -12.82 0.1204
2021-05-12 2021-03-31 13F VICI PPTYS COM 925652109 2,206,504 -68,746 -3.02 62,312 7.40 0.1570
2021-02-08 2020-12-31 13F VICI PPTYS COM 925652109 2,275,250 -104,744 -4.40 58,019 4.31 0.1500
2020-12-04 2020-09-30 13F/A-1 VICI PPTYS COM 925652109 2,379,994 231,637 10.78 55,620 28.23 0.1611
2020-11-06 2020-09-30 13F VICI PPTYS COM 925652109 2,381,186 232,829 55,648 133,988.0113
2020-08-17 2020-06-30 13F/A-1 VICI PPTYS COM 925652109 2,148,357 -15,602 -0.72 43,375 20.54 0.1346
2020-08-11 2020-06-30 13F VICI PPTYS COM 925652109 1,775,934 -388,025 45,369 123,065.8275
2020-05-14 2020-03-31 13F VICI PPTYS COM 925652109 2,163,959 199,846 10.17 35,985 -28.30 0.1322
2020-02-06 2019-12-31 13F VICI PPTYS COM 925652109 1,964,113 104,600 5.63 50,188 19.07 0.1497
2019-11-12 2019-09-30 13F VICI PPTYS COM 925652109 1,859,513 143,466 8.36 42,150 11.29 0.1078
2019-08-14 2019-06-30 13F VICI PPTYS COM 925652109 1,716,047 345,205 25.18 37,874 26.12 0.1237
2019-05-15 2019-03-31 13F VICI PPTYS COM 925652109 1,370,842 346,902 33.88 30,030 37.72 0.1009
2019-02-13 2018-12-31 13F VICI PPTYS COM 925652109 1,023,940 118,000 13.03 21,805 11.35 0.0776
2018-11-08 2018-09-30 13F VICI PPTYS COM 925652109 905,940 276,994 44.04 19,583 50.86 0.0710
2018-08-03 2018-06-30 13F VICI PPTYS COM 925652109 628,946 56,513 9.87 12,981 23.78 0.0441
2018-05-11 2018-03-31 13F VICI PPTYS COM 925652109 572,433 572,433 10,487 0.0402
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.